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Features List

AppointmentPlugIn provides a vast range of features:

Your Company:
Your company is Better managed, accessible, customer friendly… Profitable
It is quite inexpensive for your company to setup an appointment scheduler online.
Your company is 24/7 open; accepting online appointments any time, any day.
You company can manage its employees and resources more efficiently.

Your Staff Members/Personnel:
You staff members are organized, informed and productive
They are informed, well managed and always accessible to the customers.
Staff members can view forthcoming appointments any time from any where.

Your Customers:
Empowered and satisfied
The customers see all the available time slots in one go. They feel relaxed in making an appointment with ease and flexibility. They get responded immediately. No fuss at all

Technical Features of AppointmentPlugIn

Site Setup:

  • A company is provided with an admin account to manage the whole system
  • Can be easily integrated with the company’s website
  • Customize the look and feel of appointment system for your company website
  • Customize all auto-email sent to customers and staff members


Locations:

  • Supports multiple locations for a single company
  • Each company location can have different set of services, staff members or services
  • Each company location can have different settings for open hours, closed days and provided services
  • Adding a new location is very simple


Appointments:

  • View schedule of appointments for each staff member for any day or time
  • Add, change or cancel appointments
  • View or update past appointments
  • Daily, weekly, monthly or any date-period appointment views
  • Appointment statuses differentiated with different colors
  • View customer-entered notes while viewing or editing appointments
  • Enter customer or appointment notes while making an appointment
  • Allow or disallow customers to make appointments themselves
  • Add customers while making an appointment
  • Call center ready. Allow call center users to make appointments by creating Operator logins
  • Automatic email notification on appointment confirmation to clients and staff members
  • Automatic email notification on appointment rescheduling to clients and staff members
  • Automatic email notification on appointment cancellation to clients and staff members
  • Appointment reporting facility allows extensive criteria based reporting
  • Appointment reports for past and coming appointments
  • View appointment history of each client
  • Manage unlimited number of custom appointment statues


Customers:

  • Keep complete record of each customer online with contact information
  • Search customers by name, address or contact information
  • Criteria based customer reporting to generate all types of customer information reports
  • View customer appointment history
  • Find out how a customer heard about you
  • Categorize customers into multiple customer groups
  • Send HTML or plain text emails to customers (HTML emails facility in progress)
  • Allow customers to register online and create their account
  • Auto welcome-email to customers on registration with user name and password
  • Enable customers to make an appointment online or first review for approval
  • Hide appointments of other customers
  • Customer can update their profile or login information
  • Customers can cancel appointments
  • System can automatically send forgotten passwords to customers


Staff Members:

  • Add, update or delete staff members
  • Create a staff member and assign it to single or multiple locations
  • Personalized schedule for each staff member
  • Personalized off-days for each staff member
  • Manage different sets of schedules, off-days and services for a single staff member for multiple locations
  • Limited system access to staff members
  • Activate or deactivate a staff member any time


Services:

  • Assign cost and duration to services
  • Setup different sets of services for different locations or staff members
  • Activate or deactivate a service any time


Data Store:

  • Your data is kept on highly reliable database server Microsoft SQL Server that can handle millions of records and render quick output.

 

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